+8.5%
CRCL vs MS
+70.6%
-62.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -1.7% |
| 7D | -12.5% | -2.1% | -10.4% | -10.7% |
| 30D | +26.9% | -1.1% | +28.0% | +28.4% |
| 3M | +14.4% | +3.5% | +11.0% | +10.8% |
| 6M | -23.5% | +33.7% | -57.3% | -43.1% |
| YTD | +13.9% | +21.8% | -7.9% | -7.3% |
| 1Y | -20.6% | +41.1% | -61.7% | -44.7% |
| All | +8.5% | +70.6% | -62.1% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling